Institutional Ownership Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU). We have compiled data on the 859 institutions that hold shares in the stock, with a total of 96.2 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
4,137
shares
|
$508,147
0.0% of portfolio
|
Q3 2024
Reduced 37.48%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4,136
shares
|
$508,024
0.08% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
4,097
shares
|
$503,234
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
4,049
shares
|
$497,338
0.06% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
4,022
shares
|
$494,022
0.01% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
4,016
shares
|
$493,285
0.0% of portfolio
|
Q1 2024
Reduced 25.55%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
3,990
shares
|
$490,091
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
3,965
shares
|
$487,020
0.03% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
3,953
shares
|
$485,546
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
3,883
shares
|
$476,948
0.03% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
3,845
shares
|
$472,281
0.11% of portfolio
|
Q1 2023
Added 9.39%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
3,816
shares
|
$468,719
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,791
shares
|
$465,648
0.06% of portfolio
|
Q2 2023
Reduced 17.06%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
3,780
shares
|
$464,297
0.14% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
3,746
shares
|
$460,121
0.25% of portfolio
|
Q3 2023
Added 32.32%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
3,744
shares
|
$459,875
0.15% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
3,727
shares
|
$457,787
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
3,714
shares
|
$456,190
0.04% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Tableaux LLC
Stockbridge, MA |
Mar 14, 2025 Q4 2024 |
3,708
shares
|
$455,453
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
3,682
shares
|
$452,260
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
3,672
shares
|
$451,031
0.01% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,671
shares
|
$450,908
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
3,664
shares
|
$450,049
0.54% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
3,599
shares
|
$442,065
0.04% of portfolio
|
Q4 2024
Reduced 83.52%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
3,594
shares
|
$441,451
0.01% of portfolio
|
Q4 2024
Reduced 0.11%
|